Civic Intelligence

Deborah and Robert First Family Foundation

990PF • Fiscal year 2024 • EIN 22-2776314

Jan 01, 2024 to Dec 31, 2024 • Filed on Aug 07, 2025

Organization Profile
22 Rockport RoadWeston, MA 02493

(781) 235-1661

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

33rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2024 filings • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2024 filings • $1M-$5M nonprofits • Source year 2024

Net Margin

36th percentile

-1.3%

Higher net margin than 36% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2024 filings • $1M-$5M nonprofits • Source year 2024

Asset Growth

36th percentile

-0.4%

Faster asset growth than 36% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

63rd percentile

21%

Faster revenue growth than 63% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Down

$1,879,398

Down $8,350 (-0.4%) from 2023

Net Assets

Down

$1,879,398

Down $3,700 (-0.2%) from 2023

Liabilities

Down

$0

Down $4,650 (-100%) from 2023

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin36th percentile

Revenue

Up

$288,226

Up $49,130 (+21%) from 2023

Expenses

Down

$291,926

Down $34,950 (-11%) from 2023

Net Income

Up

-$3,700

Up $84,080 (+96%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,748,269Liabilities 2011: $02011Assets 2012: $1,713,232Liabilities 2012: $02012Assets 2013: $1,675,592Liabilities 2013: $02013Assets 2014: $1,631,798Liabilities 2014: $02014Assets 2015: $1,636,643Liabilities 2015: $02015Assets 2019: $1,860,829Liabilities 2019: $02019Assets 2020: $1,881,898Liabilities 2020: $0Net Assets 2020: $1,881,8982020Assets 2021: $1,987,789Liabilities 2021: $0Net Assets 2021: $1,987,7892021Assets 2022: $1,970,878Liabilities 2022: $0Net Assets 2022: $1,970,8782022Assets 2023: $1,887,748Liabilities 2023: $4,650Net Assets 2023: $1,883,0982023Assets 2024: $1,879,398Liabilities 2024: $0Net Assets 2024: $1,879,3982024

Highlighted filing

2024

Assets$1,879,398
Liabilities$0
Net Assets$1,879,398
Open 2024 Filing

Operations Trend

Revenue Growth63rd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$200K$0-$200KRevenue 2011: $139,326Expenses 2011: $208,441Net Income 2011: -$69,1152011Revenue 2012: $159,275Expenses 2012: $194,146Net Income 2012: -$34,8712012Revenue 2013: $158,836Expenses 2013: $196,476Net Income 2013: -$37,6402013Revenue 2014: $177,469Expenses 2014: $221,263Net Income 2014: -$43,7942014Revenue 2015: $221,855Expenses 2015: $216,931Net Income 2015: $4,9242015Revenue 2019: $176,703Expenses 2019: $114,984Net Income 2019: $61,7192019Revenue 2020: $126,879Expenses 2020: $111,290Net Income 2020: $15,5892020Revenue 2021: $205,219Expenses 2021: $97,268Net Income 2021: $107,9512021Revenue 2022: $130,841Expenses 2022: $147,752Net Income 2022: -$16,9112022Revenue 2023: $239,096Expenses 2023: $326,876Net Income 2023: -$87,7802023Revenue 2024: $288,226Expenses 2024: $291,926Net Income 2024: -$3,7002024

Highlighted filing

2024

Revenue$288,226
Expenses$291,926
Net Income-$3,700
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 7, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT FIRSTTrustee-$0--
DEBORAH FIRSTTrustee-$0--
ELIZABETH RADDOCKTrustee-$0--
RICHARD FIRSTTrustee-$0--
PAMELA MARTINTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Deborah and Robert First
EIN
22-2776314
Phone
7812351661
Address
22 ROCKPORT ROAD, WESTON, MA 02493

Signing Officer

Name
Robert First
Title
Trustee
Phone
7812351661
Signed
2025-08-07
Discuss with paid preparer
Yes

Preparer

Firm
Miller Wachman Llp
Address
100 CAMBRIDGE STREET 13TH FLOOR, BOSTON, MA 02114-2548
Preparer
Stephen Gunzburger CPA
Phone
6173386800
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt068611
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0219615
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0288226
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0288226
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt05400
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0219615
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0268574
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0268574
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt068611
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt068611
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-3700
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0572188
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0219615
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0274809
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt013378
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt013378
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt039
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt04574
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0268574
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt013417
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0291926
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0288226
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0288226
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt013417
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt023352
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt079256
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1258395
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt214922
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-8716
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1175001
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt253081
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3249
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-8716
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1175001
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt253081
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3249
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt070540
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1433396
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt268003
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3249
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0VARIOUS PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1VARIOUS PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2VARIOUS PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0219615
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-3700
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01879398
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01883098
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01879398
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0114399
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0114399
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0114399
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0118219
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03820
IRS990PF/DistributableAmountGrp/TotalTaxAmt03820
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0248
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt03568
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt0500
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt03820
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0248
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt03820
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03820
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt04068
IRS990PF/FMVAssetsEOYAmt02333414
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt02080257
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt02080257
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0335889
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0335889
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0316593
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01116088
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01109315
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01576104
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0376931
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0369681
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0376204
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt04650
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-197159
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-200859
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt058840
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt064513
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt064513
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01887748
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01879398
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02333414
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt04650
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01887748
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01879398
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01883098
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01879398
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02400395
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt061624
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02338771
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt036006
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0118219
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02364389
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02400395
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ROBERT FIRST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1DEBORAH FIRST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2ELIZABETH RADDOCK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3RICHARD FIRST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4PAMELA MARTIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt022 ROCKPORT ROAD

Document Assets

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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,879,398
Liabilities
$0
Net assets
$1,879,398
Revenue
$288,226
Expenses
$291,926
Net income
-$3,700
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.29$0.29$0.00
2023Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.88$0.24$0.33$0.09
2022Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$0.13$0.15$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$0.21$0.10$0.11
2020Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.13$0.11$0.02
2019Summary only. Only limited summary data is available for this year.$1.86$0.00$0.18$0.11$0.06
2015Summary only. Only limited summary data is available for this year.$1.64$0.00$0.22$0.22$0.00
2014Summary only. Only limited summary data is available for this year.$1.63$0.00$0.18$0.22$0.04
2013Summary only. Only limited summary data is available for this year.$1.68$0.00$0.16$0.20$0.04
2012Summary only. Only limited summary data is available for this year.$1.71$0.00$0.16$0.19$0.03
2011Summary only. Only limited summary data is available for this year.$1.75$0.00$0.14$0.21$0.07